Kathryn Lengyel signed Stream Realty Partners' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stream Realty Partners' EIN is 75-2680688.
Download the official 2023 Form 5500 (PDF) for Stream Realty Partners from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Stream Realty Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $252K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROSPERA FINANCIAL SERVICES | 75-1832551 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $12.1M | 16.5% | |
| Fidelity Investments Fid Adv Freedom Blnd 2050 Z6 Fd | Mutual Funds | — | — | $7.7M | 10.6% | |
| Fidelity Investments Fid Adv Freedom Blnd 2045 Z6 Fd | Mutual Funds | — | — | $7.1M | 9.8% | |
| Fidelity Investments Fid Adv Freedom Blnd 2040 Z6 Fd | Mutual Funds | — | — | $6.4M | 8.8% | |
| Fidelity Investments Fid Adv Freedom Blnd 2055 Z6 Fd | Mutual Funds | — | — | $6.4M | 8.8% | |
| Fidelity Investments Fid Adv Freedom Blnd 2035 Z6 Fd | Mutual Funds | — | — | $5.4M | 7.4% | |
| Fidelity Investments Fid Adv Freedom Blnd 2030 Z6 Fd | Mutual Funds | — | — | $4.3M | 5.9% | |
| Fidelity Investments Fid Adv Freedom Blnd 2060 Z6 Fd | Mutual Funds | — | — | $3.8M | 5.1% | |
| Vanguard Group Vanguard 500 Index Admiral Fd | Common Collective Trusts | — | — | $3.6M | 5.0% | |
| Fidelity Investments Fid Adv Freedom Blnd 2025 Z6 Fd | Mutual Funds | — | — | $3.2M | 4.3% | |
| Vanguard Group Vanguard Growth Index Adm Fund | Mutual Funds | — | — | $1.8M | 2.4% | |
| Vanguard Group Vanguard Equity-Inc Adm Fund | Mutual Funds | — | — | $1.6M | 2.1% | |
| The American Funds American Funds NewPersp R6 Fnd | Mutual Funds | — | — | $1.1M | 1.5% | |
| Participant loans 10.50% with various maturities | Bonds / Notes | — | — | $1.0M | 1.4% | |
| Fidelity Investments Fid Adv Freedom Blnd 2065 Z6 Fd | Mutual Funds | — | — | $1.0M | 1.4% | |
| Vanguard Group Vanguard Intermed-Term Bond Index | Mutual Funds | — | — | $752K | 1.0% | |
| Fidelity Investments Fid Adv Freedom Blnd 2020 Z6 Fd | Mutual Funds | — | — | $666K | 0.9% | |
| Vanguard Group Vanguard MidCap Growth Index | Mutual Funds | — | — | $612K | 0.8% | |
| * Principal Life Insurance Company Principal Capital Appreciation | Pooled Separate Accounts | — | — | $598K | 0.8% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $598K | 0.8% | |
| Vanguard Group Vanguard Midcap Val Ind Adm Fd | Mutual Funds | — | — | $576K | 0.8% | |
| Vanguard Group Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | — | $511K | 0.7% | |
| Vanguard Group Vanguard Sm Cap Index Adm Fund | Mutual Funds | — | — | $494K | 0.7% | |
| Vanguard Group Vanguard Dev Mkts Index Adm Fd | Mutual Funds | — | — | $483K | 0.7% | |
| JP Morgan Funds JP Morgan Emerg Mkts Eq R6 Fd | Other securities | — | — | $427K | 0.6% | |
| Vanguard Group Vanguard Sm Cap Gr Idx Adm Fd | Common Collective Trusts | — | — | $404K | 0.6% | |
| Vanguard Group Vanguard Sm Cap Val Idx Adm Fd | Common Collective Trusts | — | — | $258K | 0.4% | |
| JP Morgan Funds JP Morgan Income R6 Fund | Other securities | — | — | $228K | 0.3% | |
| Vanguard Group Vanguard REIT Index Adm Fund | Mutual Funds | — | — | $217K | 0.3% | |
| Vanguard Group Vanguard Infl-Prot Sec Adm Fund | Mutual Funds | — | — | $165K | 0.2% | |
| Fidelity Investments Fidelity Intmd Tr Bd Index Fd | Mutual Funds | — | — | $123K | 0.2% | |
| Fidelity Investments Fid Adv Freedom Blnd 2015 Z6 Fd | Mutual Funds | — | — | $107K | 0.1% | |
| (E) | Other securities | — | $1K | $3K | <0.1% | |
| Fidelity Investments Fid Adv Freedom Blnd Inc Z6 Fd | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Investments Fid Adv Freedom Blnd 2005 Z6 Fd | Mutual Funds | — | — | $1K | <0.1% |
